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Home
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Policybazaar
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Health Insurance | Cross Sales | Relationship manager

Health Insurance | Cross Sales | Relationship manager

Policybazaar

1 - 6 years

1 - 4 Lacs

Guwahati Kolkata Pune

Posted:2 weeks ago| Platform:

Apply

Skills Required

insurance sales cross sales Health Insurance field sales Health Insurance Sales General Insurance Sales cross selling

Work Mode

Hybrid

Job Type

Full Time

Job Description

Job Title:

Job Summary:

Relationship Manager

Key Responsibilities:

Channel Activation:
Collaborate with existing life and motor insurance agents across agency, direct, and banca channels to promote health insurance.
Cross-Sell Strategy Execution:
Identify cross-sell opportunities from current customers and help agents convert those into health insurance sales.
Agent Training & Support:
Deliver product training and sales enablement sessions to help agents effectively position health insurance benefits.
Field Visits & Joint Calls:
Accompany agents on client visits to assist in pitching health insurance products and closing sales.
Sales Target Achievement:
Drive and achieve monthly and quarterly sales targets through effective cross-sell planning and field execution.
Relationship Management:
Build strong working relationships with agents and partners to ensure continued business engagement.
Reporting & Compliance:
Maintain accurate sales records, ensure adherence to regulatory guidelines, and submit timely performance reports.

Candidate Requirements:

Experience:
Minimum
1 year
in insurance sales (health/life/motor), preferably in field sales.
Education:
Graduate in any discipline.
Skills:

Strong understanding of insurance products (especially health).
Good communication and interpersonal skills.
Ability to train and motivate sales agents.
Target-driven mindset with customer-centric approach.

Language:
Proficiency in English and local language(s) is essential.

Why Join Us?

Competitive salary and performance-based incentives
Career advancement opportunities in a fast-growing health insurance vertical
Dynamic, field-based role with regular agent engagement
On-the-job training and continuous professional development

Apply Now:

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